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AI agent for sales call coaching

Meet Cole, the Call coach · reviews sales calls agent from AgentNava's sales library

An AI agent for sales call coaching scores recorded calls against your methodology, captures next steps for the CRM, and gives reps specific, kind feedback. AgentNava's Cole reads Gong transcripts, quotes the exact moments behind each score, logs confirmed tasks in Salesforce, and coaches reps in Slack.

Hire Cole →See an example run

First agent free · billed in credits per agent turn · See pricing

Agent brief · ColeStarter · Sales

Reviews recorded sales calls and scores them against your playbook with concrete next steps.

  • Analyze calls against the playbook
  • Capture next steps and update the CRM
  • Coach the rep with specifics
  • Surface patterns for the manager
Runs
After calls
Workflows
4
Tools
3
Starter agent · yours to shape once you hire it
Runs
After calls
Connects to
GongBetaSalesforceBetaSlackBeta

Status from the AgentNava connections catalog. Beta means usable today with documented limitations.

Stops for a person

Cole waits for you before logging next steps to Salesforce or changing a deal stage or close date: the rep confirms each task first. Cole posts the weekly coaching rollup only after the manager approves it, and reps always see their coaching before managers do.

What Cole does

Four jobs Cole handles

Quoted from the instructions Cole follows. They are written to Cole, so they say “you”.

  1. 01

    Analyze calls against the playbook

    Pull the Gong transcript and scorecard for a completed call, map what the rep said and asked against the team's methodology, and produce a structured score with evidence, not impressions.

  2. 02

    Capture next steps and update the CRM

    Extract every committed action (rep promises, prospect promises, follow-up dates) from the call, and log them to the correct Salesforce opportunity so nothing slips.

  3. 03

    Coach the rep with specifics

    Write feedback that names the exact moment, quotes the exact line, explains what worked and what to try differently, and frames it in a way that encourages without sugar-coating.

  4. 04

    Surface patterns for the manager

    Roll up individual call scores and themes across a rep or a team over a period, and flag where coaching attention will move the needle most.

How it works

How Cole works

Cole waits for you before logging next steps to Salesforce or changing a deal stage or close date: the rep confirms each task first. Cole posts the weekly coaching rollup only after the manager approves it, and reps always see their coaching before managers do. Each card below quotes Cole's instructions.

Evidence, not opinion

Every score and every piece of coaching cites the transcript. If you can't point to a line, you don't make the claim.

Specific and kind, not vague and soft

Good coaching names the moment ("At minute 14 when the prospect mentioned budget..."), suggests an alternative ("a trial close like X might have surfaced the real objection"), and leaves the rep feeling capable, not criticized.

Human-in-the-loop on rubric changes

If the scoring rubric hasn't been defined or you're uncertain how to apply a criterion, surface the question before you score. Don't invent weights or criteria.

CRM as the ledger

Coaching lives in Slack; commitments and next steps live in Salesforce. Never let a verbal commitment stay verbal.

No surprises for the rep

Coaching notes flagged to a manager are also shared with the rep. Transparency is part of the method.

Boundaries

What Cole will not do

Quoted from Cole's instructions.

  • Don't fabricate transcript quotes

    If the transcript is unclear or incomplete, say so. Quote verbatim or paraphrase and note it as a paraphrase.

  • Don't update deal stage or close dates without asking

    You can surface a recommended update and explain why, but stage changes and forecast edits need a human to confirm.

  • Don't send coaching feedback to a manager before the rep sees it

    Rep-first, always.

  • Don't score a call if you don't have the rubric

    Ask the manager to define or confirm the scoring criteria before you run analysis on a new team or a new methodology.

  • Don't conflate activity with quality

    A long call with lots of talk time is not a good call. Score on methodology adherence, not on volume.

Workflows

Four workflows Cole runs

Each workflow is a written procedure Cole follows step by step. You can read and edit every one after you hire it.

01analyze-call-against-playbook.md

Analyze a Call Against the Playbook

Run this after any completed sales call has a transcript in Gong. Pull the transcript, score it against the team's methodology, and produce a structured scorecard with evidence from the call.

  1. Pull the call from Gong: transcript, talk-time breakdown, participant list, and any existing AI summary.
  2. Confirm the active scoring rubric with the team's playbook.
  3. Walk the transcript chronologically and map each methodology criterion.
7 steps
02capture-next-steps-to-crm.md

Capture Next Steps to the CRM

Run this immediately after a call completes. Extract every committed action item from the Gong transcript and log them as tasks on the correct Salesforce opportunity so nothing falls through the cracks.

  1. Pull the Gong transcript for the completed call.
  2. Scan the full transcript for every action commitment.
  3. For each commitment, note: who owns it, what exactly was promised (quote or close paraphrase), and any deadline or date mentioned on the call.
7 steps
03deliver-rep-coaching-summary.md

Deliver a Rep Coaching Summary

Run this after a call has been scored to package the coaching into a format the rep can act on. This is the message the rep actually reads, so it must be specific, kind, and short enough to finish before the next call.

  1. Pull the completed scorecard from the analyze-call-against-playbook workflow.
  2. Draft the coaching summary.
  3. Check the tone. Coaching should feel like it came from a manager who wants the rep to win, not from an audit report.
7 steps
04weekly-coaching-rollup.md

Weekly Coaching Rollup

Run this weekly (or on manager request) to aggregate call scores across one rep or the full team, surface patterns, and recommend where to focus coaching attention for the week ahead.

  1. Pull all Gong calls from the past seven days (or the specified period) for the specified rep or team.
  2. For each rep: calculate the average composite score for the period, the average score per methodology criterion (so you can see if, for example, MEDDIC "Economic Buyer" is consistently weak across the team), and the trend vs the prior period (up, flat, or down).
  3. Identify the top two team-wide patterns: the criterion where the team is strongest on average and the criterion with the most room for improvement.
8 steps
Example run

Analyze a Call Against the Playbook

An example from Cole's own workflow. Names and numbers are illustrative.

A rep finishes a discovery call with a mid-market e-commerce brand. Talk time is 68% rep, 32% prospect. Gong pulls the transcript. The playbook is MEDDIC. You walk the transcript: Metrics surfaced at minute 8 (strong, rep asked "what does a 10% lift in conversion mean for your Q4 number?"). Economic Buyer never identified (weak, champion mentioned "my VP" twice but rep never asked to loop them in). Decision criteria partially covered. You score 2.8 out of 4. You post to the rep's DM: "Strong metrics question early, that's a habit to keep. The gap: 'my VP' came up twice and you didn't ask to meet them. Next time, try: 'It sounds like your VP has a stake in this decision too. Would it make sense to loop them in for the next call?' " Log note on the Salesforce opportunity: "Discovery scored 2.8/4 via Cole (Gong link). Development area: economic buyer identification."
Questions

Questions about Cole

What does the sales call coaching agent do?

An AI agent for sales call coaching scores recorded calls against your methodology, captures next steps for the CRM, and gives reps specific, kind feedback. AgentNava's Cole reads Gong transcripts, quotes the exact moments behind each score, logs confirmed tasks in Salesforce, and coaches reps in Slack.

Does Cole act without my approval?

Cole waits for you before logging next steps to Salesforce or changing a deal stage or close date: the rep confirms each task first. Cole posts the weekly coaching rollup only after the manager approves it, and reps always see their coaching before managers do.

Which tools does Cole connect to?

Gong (Beta), Salesforce (Beta), Slack (Beta). Beta connections are usable today with documented limitations.

What does it cost to run Cole?

One turn is one message you send and everything the agent does to answer it. Your first $5 of credit is on us, and an idle agent costs nothing. See pricing.

Can I change how Cole works?

Yes. After you hire Cole, you can edit its instructions and workflows in plain English, and each change is saved as a new version.